I see more of the EV6 in my area and do favor its look slightly ( very slightly) over the look of the IONIQ 5, but the core thing I think about when I see it is that it’s one model in a fleet of fun, compelling new EVs that are helping to truly bring EVs to the mainstream. It’s got same story as the IONIQ 5, more or less. I expect much more of a climb from this model. So, it’s good to see that the IONIQ 5 has quickly risen to #2 among non-Teslas and is climbing up the ladder. It looks futuristic, yet not in an annoying or obnoxious way. I’ve seen this car around town a few times now. The second best non-Tesla electric model, behind three Tesla models, is the hot new Hyundai IONIQ 5. (Ford, get those battery contracts lined up!) Ford also began deliveries of the F-150 Lightning in the second quarter. The Mach-E deserves to see 40,000+ sales a quarter in my opinion, but if it is ever going to get to that level, it’s clearly going to take a while. The Ford Mustang Mach-E broke the 10,000 marker last quarter! Well, that would be more exciting if it was a monthly total rather than a quarterly one, but at least production and sales are growing. So, what’s more interesting to me is seeing how other popular, fun electric vehicles are doing. However, they’re also well established, expected, and not really news. Without a doubt, their high sales are the most notable and exciting thing in the US EV market. Can we really be tracking the same timeframe? Of course we are. (Again, this is not including sales of electric vehicles we can’t track.) The Tesla Model Y and Tesla Model 3 are so far ahead of the pack that the chart looks faulty. With the EV sales data we have (below), the California Texas company’s 4 models accounted for 67.7% of sales in the second quarter of 2022, and 71.6% of sales in the first half of 2022. Tesla has long accounted for about 60–80% of the US electric car market. As a result, US EV sales reports are getting more interesting again. However, increasingly, automakers are rolling out standalone electric models (examples: Hyundai IONIQ 5, Kia EV6, Volkswagen ID.4) and phasing out the former electric models that shared a name and body style with gas-powered siblings. We don’t have US sales data for all electric vehicle models, since automakers don’t break out sales of electric and non-electric versions of the same model (example: gas-powered Hyundai Kona sales and Hyundai Kona EV sales are combined in Hyundai’s sales reports).
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